SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
True Square Financial LLC
Atlanta, GA
CRD 287997
Firm filing updated January 27, 2026 ·
- $178.8MAssets
- 1Advisory staff
- 330Accounts
Fees and minimums
All fee types on the form
- Fixed feesYes
- Percentage of assets under managementNo
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals58
- Corporations or other businesses9
- Individuals6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6 | $1.2 million |
| High net worth individuals | 58 | $173.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $680,484 |
| Charitable organizations | Fewer than 5 clients | $1.3 million |
| Corporations or other businesses not listed above | 9 | $1.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Other: "TAX PREPARATION SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other: "TAX PREPARATION SERVICES"
Assets and accounts
- Regulatory assets$178.8 million
- Accounts330
- Discretionary$170.5 million · 327 accounts
- Non-discretionary$8.3 million · 3 accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Registration details
- SEC-registered investment advisor. CRD 287997, SEC file 801-135426.
- Registered with the SEC as an investment advisor (status date on record: March 2, 2026).
Is True Square Financial LLC a fiduciary?
Short answer: True Square Financial LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.